Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MJP ASSOCIATES INC /ADV | COM | 3051 | $214,425 | 1,045 | 0.00 | 1,045 | +Inf | 03-31-2024 | |
ROCK POINT ADVISORS LLC | COM | 3052 | $214,281 | 1,044 | 0.00 | 0.00 | 41 | 4.09 | 03-31-2024 |
BLACKDIAMOND WEALTH MANAGEMENT LLC | COM | 3053 | $201,309 | 1,043 | 0.00 | 1,043 | +Inf | 12-31-2023 | |
NEXT CAPITAL MANAGEMENT LLC | COM | 3054 | $218,518 | 1,042 | 0.00 | 1,042 | +Inf | 12-31-2023 |